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WisdomTree International AI Enhanced Value Fund

42 hedge funds and large institutions have $42.9M invested in WisdomTree International AI Enhanced Value Fund in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

1% more capital invested

Capital invested by funds: $42.5M → $42.9M (+$366K)

0% more funds holding

Funds holding: 4242 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0.3% less ownership

Funds ownership: 29.46%29.16% (-0.3%)

Holders
42
Holders Change
Holders Change %
0%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
15
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$218K -$3.34K -76 -1%
OMC
27
Old Mission Capital
Illinois
$207K
BFC
28
Bedel Financial Consulting
Indiana
$144K +$1.1K +25 +0.8%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$80K +$77.8K +1,772 New
William Blair & Company
30
William Blair & Company
Illinois
$63K
SPIA
31
Steward Partners Investment Advisory
New York
$41K
Fidelity Investments
32
Fidelity Investments
Massachusetts
$30K +$30.3K +691 New
GWM
33
Geneos Wealth Management
Colorado
$24K
GRP
34
Global Retirement Partners
California
$20K
AF
35
Advisornet Financial
Minnesota
$18K
CFD
36
Creative Financial Designs
Indiana
$13K
CFGS
37
Concourse Financial Group Securities
Alabama
$11K +$615 +14 +6%
ASN
38
Advisory Services Network
Georgia
$10K +$10.2K +233 New
AA
39
AlphaMark Advisors
Kentucky
$9K
FRA
40
Front Row Advisors
California
$6K
WIM
41
Westside Investment Management
California
$21
Creative Planning
42
Creative Planning
Kansas
-$223K -5,264 Closed
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
-$21K -494 Closed
AIC
44
Ameritas Investment Company
Nebraska
-$19.1K -450 Closed
SFS
45
Sowell Financial Services
Arkansas
-$18K -400 Closed
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
+$219 +5 New

AIVI Hedge Fund Activity: Q2 2021 in Review

42 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q2 2021, worth a combined $42.9M — up 0.86% from $42.5M a quarter earlier.

Fund positioning in AIVI was balanced in Q2 2021: 4 funds opened new positions, 4 closed out, 15 added to existing stakes and 10 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $1.58M. The largest seller was Jane Street, cutting an estimated $2.99M.

  • 42 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $42.9M of WisdomTree International AI Enhanced Value Fund stock for Q2 2021, up 0.86% quarter-over-quarter.
  • 4 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q2 2021 and 4 closed out, a net change of 0 holders.
  • The largest WisdomTree International AI Enhanced Value Fund buyer in Q2 2021 was Citadel Advisors, an estimated $1.58M added.
  • The largest WisdomTree International AI Enhanced Value Fund seller in Q2 2021 was Jane Street, an estimated $2.99M sold.

Based on aggregated 13F filings for Q2 2021.